Rede Wealth, LLC
CIK: 0001842054SEC EDGAR →
Portfolio Value
$287.0M
Holdings
109
As of
Q4 2025
New Positions
109
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 208 | $156.0M | 54.36% |
| 2 | APPLE INC | 47,500 | $12.0M | 4.18% |
| 3 | ISHARES TR | 57,642 | $8.0M | 2.79% |
| 4 | ISHARES TR | 10,906 | $7.0M | 2.44% |
| 5 | JOHNSON & JOHNSON | 37,085 | $7.0M | 2.44% |
| 6 | AMAZON COM INC | 24,447 | $5.0M | 1.74% |
| 7 | BERKSHIRE HATHAWAY INC DEL | 10,116 | $5.0M | 1.74% |
| 8 | MICROSOFT CORP | 8,270 | $3.0M | 1.05% |
| 9 | SPDR S&P 500 ETF TR | 5,192 | $3.0M | 1.05% |
| 10 | VANGUARD MUN BD FDS | 67,318 | $3.0M | 1.05% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (109)
$156.0M · 208 shares
$12.0M · 48K shares
$8.0M · 58K shares
$7.0M · 37K shares
$7.0M · 11K shares
$5.0M · 24K shares
$5.0M · 10K shares
$3.0M · 5K shares
$3.0M · 8K shares
$3.0M · 67K shares
$2.0M · 14K shares
$2.0M · 18K shares
$2.0M · 10K shares
$2.0M · 26K shares
$2.0M · 37K shares
$2.0M · 29K shares
$1.0M · 28K shares
$1.0M · 43K shares
$1.0M · 59K shares
$1.0M · 37K shares
$1.0M · 14K shares
$1.0M · 35K shares
$1.0M · 13K shares
$1.0M · 21K shares
$1.0M · 4K shares
$1.0M · 42K shares
$1.0M · 8K shares
$1.0M · 3K shares
$1.0M · 7K shares
$1.0M · 73K shares
$1.0M · 5K shares
$0 · 9K shares
$0 · 8K shares
$0 · 23K shares
$0 · 500 shares
$0 · 1K shares
$0 · 2K shares
$0 · 18K shares
$0 · 14K shares
$0 · 6K shares
$0 · 17K shares
$0 · 13K shares
$0 · 6K shares
$0 · 2K shares
$0 · 1K shares
$0 · 3K shares
$0 · 1K shares
$0 · 3K shares
$0 · 3K shares
$0 · 2K shares
$0 · 462 shares
$0 · 5K shares
$0 · 8K shares
$0 · 5K shares
$0 · 2K shares
$0 · 2K shares
$0 · 693 shares
$0 · 4K shares
$0 · 5K shares
$0 · 4K shares
$0 · 2K shares
$0 · 32K shares
$0 · 4K shares
$0 · 5K shares
$0 · 3K shares
$0 · 7K shares
$0 · 23K shares
$0 · 3K shares
$0 · 5K shares
$0 · 21K shares
$0 · 5K shares
$0 · 11K shares
$0 · 4K shares
$0 · 8K shares
$0 · 700 shares
$0 · 2K shares
$0 · 2K shares
$0 · 5K shares
$0 · 4K shares
$0 · 7K shares
$0 · 32K shares
$0 · 2K shares
$0 · 2K shares
$0 · 882 shares
$0 · 5K shares
$0 · 2K shares
$0 · 5K shares
$0 · 6K shares
$0 · 3K shares
$0 · 2K shares
$0 · 542 shares
$0 · 646 shares
$0 · 2K shares
$0 · 38K shares
$0 · 6K shares
$0 · 12K shares
$0 · 6K shares
$0 · 9K shares
$0 · 1K shares
$0 · 35K shares
$0 · 950 shares
$0 · 6K shares
$0 · 2K shares
$0 · 745 shares
$0 · 1K shares
$0 · 40K shares
$0 · 5K shares
$0 · 1K shares
$0 · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 6 | $161.0M | 68.2% |
| Financial Services | 63 | $41.0M | 17.4% |
| Technology | 10 | $18.0M | 7.6% |
| Healthcare | 3 | $7.0M | 3.0% |
| Consumer Cyclical | 4 | $6.0M | 2.5% |
| Energy | 5 | $2.0M | 0.8% |
| Communication Services | 4 | $1.0M | 0.4% |
| Industrials | 11 | $0 | 0.0% |
| Consumer Defensive | 3 | $0 | 0.0% |